Learning Activity Recommendations

In order to maintain and improve professional competence, CFA Institute recommends members complete a minimum of 20 hours of continuing education activities, with a minimum of 2 hours in the topics of Standards, Ethics, and Regulations (SER) each calendar year.

Credits Recorded for You

As a convenience to our members, we provide automated entry of CE credits for the following prequalified activities. You will receive an e-mail notification each time your online record has been updated.

Events

Exams and Self-Tests

Volunteer

Record Your Recently Viewed Activities

Learning activities you find on our website within our online library of resources include credit amounts and are available for one-click entry into your tracking resource.

You can also record credits from your recently viewed items on the CFA Institute website where up to 20 items are saved and available for you to add to your online tracking resource.

Examples of learning activities available in our library:

Record Your Credit for Other Activities

Members can also record additional credits for resources that are not included in our library, such as employer training or activities for other investment-related designations and regulatory bodies.

For the following activities, review our recommended reference times and learn how to calculate credit.

  • Participating in training sessions offered by your employer
  • Earning another investment-related designation
  • Attending a university course/program
  • Completing MCE for another investment-related designation
  • Preparing for a regulatory exam
  • Conducting research
  • Preparing for teaching, lecturing, and/or presenting

Record and manage your learning activities.